The 2020 Technology Tools for Today (T3) Advisor Conference, held in February 2020 in San Diego, California, at the Marriott Marquis San Diego, featured a large gathering of financial advisors and representatives across the fintech industry – over 800 participants in all with 130 exhibitors attending the two-and-a-half-day conference – which showcased this year’s theme of “Acceleration and the Pace of Change.”
Hosted by Joel Bruckenstein and his team, the conference covered everything from how custodians are keeping ahead of the technology curve to the latest in portfolio management and reporting solutions, and from the latest in financial planning software innovations, to marketing tools, billing applications, and the importance of a solid cybersecurity plan.
There was an expansive array of new and upcoming technology solutions for current and emerging issues faced by today’s financial advisors, no matter the size of the firm.” ~ Craig Iskowitz
Major highlights from the T3 Advisor Technology Conference included:
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